Running the Create Practice Goal Utility

Run this utility to create a practice goal after you have set goals for each provider. The utility adds the provider goals to determine the practice goal amount.

To create a practice goal:

  1. Instruct all users to exit the software.

  2. Select Start > All Programs > SoftDent Software > SoftDent Utilities. The SoftDent Login window is displayed.

  3. Type your user name and password and click OK. The SoftDent Utilities window is displayed.

  4. Select Maintenance > RCVTOT > Create Practice Goal. The Create Practice Goals window is displayed.

  5. Select the days from the appropriate drop-down lists, and click OK. A message asks you whether to create a practice goal for the selected dates.

  6. Click OK twice.

  7. Restart the software.

  8. To view the practice goal and compare it to scheduled or actual production amounts, select an option:

  9. To view the actual or production amounts for the practice:

  10. To view the practice production goals and actual production amounts for the past year:

  11. To view the daily practice goals: